Overview: This article outlines the process of importing products from a third party system to Salesforce CPQ. If you use a third party Bill of Materials site like DTools or Ingram, the "Import Lines" button on the quote will allow you to mass upload products to a quote. 


  1. Once your Quote is created, navigate to Quote Layout and select "Import Lines" button
  2. , From the file format dropdown, select the applicable Import Format
    1. Note: if there is a template you would like to see in this list, please contact the help desk @helpdesk@keeleycompanies.com
  3. Once an Import Format is selected, the required CSV column headers will tell you the order of columns
    1. Note: for all import formats, the first column always has to be a hardcoded column called HARDWARE
  4. Select "Choose File" button to select an upload file from your local computer
  5. Once a file has been selected, clicking the "Import" button will import all products from your spreadsheet to the quote. 
    1. If you have any errors while uploading, double check your columns headers to ensure the meet the template headers exactly
  6. Once imported, you will be navigated back the Quote Layout. Similar to products within our price book, you will be modify the name, quantity, price, etc within the quote editor.